Tue, Jun 20, 2023
Jun 20
43,739 shares @ $37.74
Decreased holdings by -2.30%
28th largest trade (out of 424)
📍 ANET ThesisConcentrates 99% of 205 backtested trades in ANET, which has averaged +92.5% @730d vs SPY. Their own timing adds only +4.2% on top — this is thesis validation, not market-timing skill. Methodology →
Large TradeCluster Buy
Trade made by an officer
Part of a cluster of 3 transactions by 3 insiders
33% win rate · -4.9% median edge vs SPY (116 trades, 90-day)
Price 33% above 200-day moving average